A development team at Penn Mutual planning their work for the day.

Our passion is serving our advisers and their clients. With innovative solutions for advisers in service to their clients, and an unwavering commitment to mutuality, the story of our strength continues. Learn more about who we are, how we got here, and where we&rsquo;re headed next.

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A leader in life

A female financial advisor sitting with a young couple, reviewing importing documents.

High ratings from&nbsp;<a class="link" href="https://www.pennmutual.com/about-us/financial-strength/ratings" alt=""><abbr title="Alfred M. Moody, founder&#39;s initials">A.M. Best</abbr>, Moody&#39;s Investor Services, Standard &amp; Poor&#39;s and Kroll Bond Rating Agency</a>. A thoughtful and rigorous investment decision-making process and prudent investment strategy.

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Financial strength and stability

College rugby players engaged in their sport, while a crowd cheers them on in the distance.

Our connection to rugby runs deep. We are proud to celebrate the shared values of integrity, respect, service to others, and the power of teamwork with the rugby community.

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Sponsors of collegiate rugby

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Eileen McDonnell, chairman and CEO of Penn Mutual, is featured in a CNN Business article on juggling the responsibilities of single parenting and being the CEO of a Fortune 1000 company. &nbsp;

She Decided to Become a Single Mom. Then She Became a CEO

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Companies can optimize their investments in technology with these tips offered by Greg Driscoll, senior vice president of service operations and chief information officer for Penn Mutual.

Optimizing Your Investments in Technology by Avoiding the Distractions

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Greg Driscoll, senior vice president of service operations and chief information officer for Penn Mutual, explains the importance of data and analytics in the digital age and how information enhances customer experience.

Data and Disruption In the Digital Age

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In honor of Veteran’s Day, Sheri Rhoades, vice president of business transformation of Penn Mutual, is featured in a ThinkAdvisor article spotlighting people in the financial industry who’ve served in the United States military. &nbsp;

Honoring Advisors Who Serve(d): Veterans Day, 2019

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Tom Harris, executive vice president and chief distribution officer for Penn Mutual, discusses the company's recent study on the behaviors and planning styles of parents and grandparents. &nbsp;

Marketing to Millennials

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Eileen McDonnell, chairman and CEO of Penn Mutual, returns to Yahoo! Finance to discuss Life Insurance Awareness Month and Penn Mutual’s survey results, which revealed millennial parents’ planning habits.

The Importance of Life Insurance Between Generations

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During an appearance on Yahoo Finance, Eileen McDonnell, chairman and CEO of Penn Mutual, and Kraig Puccia, the 2019 Penn Mutual Life of Significance Award winner, discussed Puccia’s community service and Penn Mutual’s involvement in rugby. &nbsp;

Why This 170 Year Old Life Insurance Company is All-In on U.S. Rugby

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Featured in MarketWatch, Meg Muldoon, assistant vice president of advanced markets at Penn Mutual, discusses the ramifications of three handwritten Wills for the late singer Aretha Franklin.

Late Singer Aretha Franklin Allegedly Wrote Three Wills, but They May Not Be Valid

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Eileen McDonnell, chairman and CEO of Penn Mutual, and Sue Deakins, executive vice president and CFO at Penn Mutual, are featured in an NBC10 story celebrating International Women’s Day and focusing on leveling the playing field for women in business.

Looking to Level Playing Field on International Women’s Day

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Eileen McDonnell, chairman and CEO of Penn Mutual, is featured in Forbes, explaining Penn Mutual’s commitment to innovation and how we differentiate ourselves in the life insurance industry.

How a 172-Year-Old Company Is Innovating Life Insurance: Interview with CEO Eileen McDonnell

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Eileen McDonnell, chairman and CEO of Penn Mutual, discusses her career path and how her life experiences have shaped her leadership style. &nbsp;

Cheerleader in Chief

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Eileen McDonnell, chairman and CEO of Penn Mutual, is included in this NBC News article, where she shares an important question she chose to ask her mentors.

5 Female Execs Reveal the Best Question They Have Asked a Mentor

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Eileen McDonnell, chairman and CEO of Penn Mutual, speaks with Robert Reiss of The CEO Forum Group in a radio podcast focusing on Penn Mutual initiatives and the industry best practices led by McDonnell and her team.

Transforming the Customer Experience

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Eileen McDonnell, chairman and CEO of Penn Mutual, is highlighted in Irish America for her keynote speech at the 33rd annual Business 100 awards luncheon at the Metropolitan Club in New York City.

2018 Business 100 Luncheon

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Eileen McDonnell, chairman and CEO of Penn Mutual, is honored as one of the "2018 Most Admired CEOs Award" from the Philadelphia Business Journal.

2018 Most Admired CEOs Awards

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Jessica Choi, assistant vice president of talent acquisition and diversity at Penn Mutual, is included in John Hilton’s InsuranceNewsNet article highlighting a LIMRA panel she was on. The panel discussion focused on the life insurance industry's shifting culture. Choi recalls what attracted her to Penn Mutual, "I met our leadership team and was completely blow away."

Creativity Opens The Diversity Door In Life Insurance

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Eileen McDonnell, chairman and CEO of Penn Mutual, is featured in Lisa Dukart's Main Line Today article highlighting powerful female executives in the Philadelphia region. "As we built our confidence, as we recapped our business plan, a big theme that we had was deciding to lead. I think we've demonstrated really well here at Penn Mutual that it's not just lip service having women in key leadership positions," she says.

2018 Women on the Move

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David LaBricciosa, managing partner of Penn Mutual's AspireWealth Planners, contributes a byline to Life &amp; Health Advisor discussing the importance of retaining advisers. "I find it difficult to believe our noble profession can accept that kind of retention rate when we have such a passion for what we do and who we serve. Part of the problem lies with how advisers are recruited. We need to start a new conversation about who should be introduced to this career and how to develop successful advisers who serve clients for generations to come," he says.

Going Against the Grain to Retain Financial Advisers

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Emily Zulz of ThinkAdvisor includes Penn Mutual in an article highlighting recent industry news. Hornor, Townsend &amp; Kent, Inc., a wholly-owned subsidiary of Penn Mutual, recently released a digital investment solution that is powered by Betterment for Advisors. The solution, SmartJourney, will help support advisers by streamlining their back-office operations, automating portfolio management and increasing efficiency within their practice.

Franklin Templeton Launches 3 Passive ETFs: Portfolio Products

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MarketWatch features a Penn Mutual press release announcing its recognition as an Impact Award winner from the Novarica Insurance Technology Research Council (Novarica). Novarica awarded Penn Mutual the Impact Award for creating a tool that modernizes the life insurance process by condensing the life insurance policy application process and decision-making time from an industry average of 30 days to as little as 24 hours.

The Penn Mutual Life Insurance Company Receives National Award for New Digital Client Experience

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InsuranceNewsNet features a Penn Mutual press release announcing Penn Mutual's strategic partnership with M Financial. This new partnership enhances Penn Mutual's access to the affluent market for life insurance and will bolster M Financial's existing financial services portfolio.

Penn Mutual Life Insurance Company And M Financial Group Announce New Strategic Relationship

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Jeff Spencer, adviser at Penn Mutual's Concord Wealth Management, is included in Ben Mattlin's Financial Advisor article discussing insurance strategies that address millennial needs. "With millennials, the best way is to talk about how you can use it before retirement, as well as the power of having a non-market-correlated asset in retirement. Weâre seeing a large number of millennials looking to buy income properties, and having a liquid account such as cash-value life insurance is great because it provides guaranteed tax-deferred growth and tax-free access to capital for down payments or collateral," he says.

Insurance Takes On Millennials

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Eileen McDonnell, chairman and CEO of Penn Mutual, is featured on Bloomberg Radio's "Bloomberg Markets" discussing the importance of inclusive, gender diverse work environments. "Women are better prepared today than they ever were to take over the head of the house. It starts with a willingness of individual boards and CEOs that are willing to welcome women into their ranks of the board room and the C-suite," she says.

Promoting Gender Diversity in Business

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Dave O'Malley, president and COO of Penn Mutual, is included in Kenneth Hilario's Philadelphia Business Journal article discussing strategic sports sponsorships. "Activation has to be authentic. What do you want to get accomplished? Work back from there with a multiyear plan and say, 'How do I want to get that engagement, build that in an authentic way, and what tactics do I want to take?' Sports allows you to tell incredible stories and make them come to life in a real way for your brand," he says.

Why Authentic Activation is Today's Strategy in Pro Sports Sponsorships

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Nancy Dinh, managing partner at Penn Mutual's Armor Wealth Management, was featured in Emily Zulz's ThinkAdvisor article discussing how her past has influenced her financial service career drive. "My advice to advisors is that the only person stopping you from being successful is you. You have the passion to help people in terms of protection, their future, their family -- you have to have that drive and that passion to make it through," she says.

What Living and Working in a Motel Taught This Advisor

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Life &amp; Health Advisor features a Penn Mutual press release announcing the addition of Carol Johnson and Bill Goings to the company's Board of Trustees. Both individuals have an extensive growth record and will join an already impressive group of leaders serving on Penn Mutual's board.

Carol Johnson, William Goings To Serve On Penn Mutual Board of Trustees

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John Caserta, managing partner at Penn Mutual's Caserta &amp; de Jongh, is featured on WTNH-TV, "Good Morning CT," to discuss how individuals can review their insurance coverage and adjust where needed. "With life insurance, I always tell people the earlier the better because it is based on age and health. It's always a lot easier to get it when you're younger and healthier, and probably ends up being less expensive as well," he says.

National Insurance Awareness Day

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Jason Mackey of the Pittsburgh Post-Gazette features Nick Carey, winner of Penn Mutual's fourth annual Life of Significance Award, in an article highlighting his recognition. "Nick has devoted himself to a life of service while maintaining a strong leadership role in whatever he does. His dedication to being a team member while also helping others is what the sport of rugby is all about," Carey's coach explains.

Selflessness natural for Glenshaw native Nick Carey

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Ande Frazier, president of Leap Systems, an independent affiliate of Penn Mutual, is included in Rebecca Lake's Investopedia article discussing diversity in the financial services industry. "When people aren't able to find an adviser they connect with, they get discouraged and procrastinate or start looking elsewhere for guidance. They're turning to robo-advisers, the internet, or their family members and friends for advice, therefore discounting the important role of the adviser," she says.

FA Profession: Accountable for Lack of Diversity

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Tom Harris, executive vice president at Penn Mutual, contributes a byline to ThinkAdvisor about enlisting veterans in the financial services industry. "Throughout my career, I’ve come to learn that military veterans possess the characteristics of superstar associates in the making. They’re intelligent, willing to put in the work, have an entrepreneurial spirit and a strong sense of purpose, and they understand the importance of collaboration and teamwork," he says.

Let's Help Enlist Veterans in Financial Services Careers

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Penn Mutual is included in Ronald Pechtimaldjian's ThinkAdvisor article honoring financial advisers who served or are currently serving in the military. Jim Cote, financial adviser at Penn Mutual’s Concord Wealth Management, and Thomas Fogerty, financial adviser at Penn Mutual’s Lakeshore Wealth Strategies are both included with stories of their service.

Honoring Advisors Who Serve(d): Memorial Day, 2018

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Andy McInerney, enterprise networking director of Penn Mutual, is included in Calvin Hennick’s BizTech magazine article discussing how the company is transforming by adopting a cloud-managed Wi-Fi network. "You can see everything about that user, that machine, what applications they're hitting. You can create policies to curtail application-based issues. It's an incredible amount of data that's easy to see and digest, and that allows you to troubleshoot," he says.

Businesses Transform Their Wi-Fi Management in the Cloud

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Allison Bell of ThinkAdvisor includes Penn Mutual in an article discussing new permanent life insurance updates and products. Penn Mutual is included for their release of the Survivorship Choice Whole Life policy, which allows two spouses to use the policy to insure both lives.

5 New Life Products for Spring

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Ray Caucci, senior vice president at Penn Mutual, contributes a byline to Life &amp; Health Advisor discussing ways life insurance closes the retirement income gap. "Permanent life insurance allows policyholders to accumulate cash value that can be used in retirement, which can come in handy should a client experience a cash shortfall. Also, starting early while young and still healthy can make permanent life insurance policies more affordable," he says.

The Far Reach Of Protection

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Penn Mutual is included in a Bucks County Courier Times article for being the recipient of Neumann University’s 2017-2018 Institute for Sport, Spirituality and Character Development award. This is the university's highest honor, and recognizes organizations that celebrate sports and exemplify fundamental values such as integrity, service and excellence.

Bucks and Montgomery County business achievers, April 27

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Eileen McDonnell, chairman and CEO of Penn Mutual, is featured in Meghan Glass’s CatholicPhilly.com article about Penn Mutual’s receipt of the 2018 Institute for Sport, Spirituality and Character Development Award. "What we saw in rugby, was the same values we live by – the same values honored in our Penn Mutual ‘Life of Significance’ award: integrity, respect, relationships, service. I believe that the living tradition of rugby has something to teach us all, something you are honoring with this award," she says.

Neumann U Lauds Penn Mutual’s Support of Rugby

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InsuranceNewsNet features a Penn Mutual press release announcing the launch of Survivorship ChoiceSM Whole Life. With this launch, Penn Mutual is now the only carrier in today’s market to offer survivorship life insurance products in both the whole life and indexed universal life spaces.

Penn Mutual Launches Survivorship Choice Whole Life

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Eileen McDonnell, chairman and CEO of Penn Mutual, is featured on a Bloomberg TV segment with host Vonnie Quinn discussing the rich history of Penn Mutual’s diverse workforce. "For Penn Mutual, we’ve had a long history of having a workforce that has been diverse. And I think what we’ve been able to demonstrate is by having a board that is over 40 percent female and a C-Suite that is pushing 40 percent, we’ve been able to have eight consecutive years increasing earnings," she says.

Penn Mutual CEO Sees Earnings Boost With Boardroom Equality

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Eileen McDonnell, chairman and CEO of Penn Mutual, is featured on a 33Voices.com podcast discussing leadership and innovation within the financial services industry. “Coming through the ranks of the insurance industry, I believe I was given opportunities because there was a skill set and abilities that complimented the men I was working with. They looked to me to complete them, and as I moved along with my career, I was looking for others who could compliment me. The best results over my career, and my best performance, was when I had been in a position where there was shared leadership, among both men and women with diverse backgrounds,” she says.

Eileen McDonnell: Reimagining Leadership in Financial Services

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Eileen McDonnell, chairman and CEO of Penn Mutual, is featured in Michael Woodward’s Psychology Today article discussing the importance of working with professionals who aren't afraid to voice their opinions and how crucial it is to have a diverse and collaborative team. “Truth be told, even with some of the great work I am getting recognized for over my career, it’s always because I’ve had a vision that relied on the input from a lot of different people around me,” she says.

How to Harnesses the Power of Listening

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Moira Vetter of Forbes features Eileen McDonnell, chairman and CEO of Penn Mutual, in a Q&amp;A piece highlighting her role as transformational leader in the financial services industry. When discussing entrepreneurship and female leadership McDonnell says, "Entrepreneurship is not about the number of years you’ve been in business—it is a frame of mind. It’s why people came up with the term intrapreneur."

Penn Mutual Makes Capital For Women Founders A Pillar Of Transformation

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Christine Hennigan, ChFC, of Penn Mutual’s 1847Financial, is included in Brian O’Connell’s InsuranceNewsNet article discussing the importance of couples having assets in their own name, and consulting with an adviser when going through a divorce. “If the couple divorces, hiding assets or moving money around without the other party's knowledge can come under scrutiny, especially in the event of a divorce or a troubling relationship situation,” she says.

January Splits Leave Divorced Couples in Need of Financial Planning

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Amy Williams, assistant vice president of human resources at Penn Mutual, is included in Andrew Mcllvaine’s Human Resource Executive article detailing her perception on Penn Mutual candidates. “Three years ago, people were just looking for something to pay the bills until they found their dream job; now, they’re much choosier,” she says. “At Penn Mutual, the company emphasizes its peer-to-peer recognition program, called Pride, as well as its collaborative culture.

Dealing with Choosier Job Candidates

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HORSHAM, PA. – February 11, 2020 – The Penn Mutual Life Insurance Company (Penn Mutual), a Fortune 1000 company, has announced a relaunch of its Chicago agency, now Penn Mutual Midwest Wealth Strategies. Formerly operating as Lakeshore Wealth Strategies, the firm’s new name is designed to reflect a growth and planning mindset while rooting its identity in the Midwest.&nbsp;The relaunch incorporates the Penn Mutual name, representing the mutually aligned values, vision and leadership. &nbsp;“The firm has been focused and dedicated to evolving its reach. This recent change reflects a way to reaffirm the company’s commitment to both clients and advisors, all while being foundationally backed by the strength and stability of the Penn Mutual brand,” says Julie Davis, vice president, sales for Penn Mutual. “With the decision to rebrand, the agency is in a prime position for growth. The team is wholly aligned with Penn Mutual’s values and vision for 2020 and beyond, and we’re excited to support them through this next chapter.” &nbsp;Entering their second decade in the Chicago market, the firm is committed to providing top-tier financial services through the knowledge and experience of its team of advisers. The rebrand is part of a strategic plan from managing partner Teresa Fitzgerald, who took over leadership of the firm in October 2019. &nbsp;“In bringing our established partnership with Penn Mutual to the forefront, we are preparing our firm, clients and advisers for continued success through collaboration and partnership.&nbsp; Our vision is one that encourages our clients be a contributor in their unique planning experience and provides our advisors the platform to do just that,” says Fitzgerald.&nbsp; “We continue our commitment to bolstering awareness and growth across the Midwest. In integrating the Penn Mutual name, we will offer our clients and advisors an individualized experience on a larger scale, in collaboration with the long-standing values of Penn Mutual.” &nbsp;About The Penn Mutual Life Insurance Company Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member&nbsp;FINRA/SIPC. Visit Penn Mutual at&nbsp;www.pennmutual.com.  Contact Hannah MillerGregory FCA(610) 228-2287hannah@gregoryfca.com&nbsp;&nbsp; Jeff LeinenPenn Mutual(215)&nbsp;956-8530Leinen.Jeff@pennmutual.com 2920817CC_Feb22

The Penn Mutual Life Insurance Company Announces Relaunch of Chicago-area Agency

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HORSHAM, Pa. – February 4, 2020 – Penn Mutual recently released two new universal life products, expanding on its comprehensive portfolio. The Accumulation Builder Flex Index Universal Life (IUL) and Diversified Advantage Variable Universal Life (VUL) products equip consumers with robust allocation options and propels Penn Mutual forward as a strong competitor in the market with an emphasis on new and unique indexed accounts. The Accumulation Builder Flex IUL presents a tax-efficient, flexible death benefit solution that provides consumers strong upside potential with guaranteed downside protection, including a guarantee of at least 1% interest growth. The new product offers five diverse indexed account options – each with a variety of built-in guarantees – designed to perform uniquely across multiple market scenarios. In addition to providing an income-tax-free death benefit, the IUL also provides top-tier competitiveness cash value growth that consumers can access through loans or withdrawals at any time. &nbsp;The Diversified Advantage VUL provides enhanced diversification and flexibility, allowing consumers to allocate to a host of varying investment options, including the addition of 2 unique indexed fixed accounts. In conjunction with the diverse suite of available sub-accounts, the indexed fixed accounts offer clients the ability to customize and align cash value growth potential with personal risk tolerance at different stages of life. This robust suite of allocation options allow consumers to generate strong market upside, while still providing protection and the flexibility to change allocations as risk tolerance evolves. The diversity of allocation options in the VUL offers stiff competition to similar products in the marketplace, as well as to emerging leveraged IUL products across the industry. &nbsp;“By innovating these two products, we are providing our advisers with a suite of offerings that can help them better serve clients,” explained Heather Yonosh, VP, product development and pricing at Penn Mutual. “The needs of clients across different demographics and risk tolerances are constantly changing. It’s incumbent upon our business - and industry - to arm our adviser force with strategies that ultimately bolster a client’s financial objectives, can provide retirement planning benefits, and leave behind a legacy for future generations.” &nbsp;About The Penn Mutual Life Insurance Company Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member&nbsp;FINRA/SIPC. Visit Penn Mutual at&nbsp;www.pennmutual.com. Contact Darby RoweGregory FCA(610) 228-2148Darby@gregoryfca.com Jeff LeinenPenn Mutual(215)&nbsp;956-8530Leinen.Jeff@pennmutual.com   Accumulation Builder Flex IUL (Policy form&nbsp;ICC18-PI-IFL) is an indexed universal life policy issued by The Penn Insurance and Annuity Company, a wholly owned subsidiary of The Penn Mutual Life Insurance Company. Diversified Advantage Variable Universal Life (policy form ICC19-VFL) is a flexible premium, adjustable variable universal life insurance policy offered by The Penn Mutual Life Insurance Company. Policy form numbers, issuing company, eligibility requirements and rider provisions may vary by state. All guarantees are based upon the claims-paying ability of the issuer. Accessing cash value will reduce your policy death benefit and values may result in certain fees and charges. Loans will nullify the no-lapse guarantee. You can reinstate the no-lapse guarantee by repaying outstanding loans. Ask your adviser for additional information about accessing cash value, including circumstances under which the values you access could be taxable. You should always consult your tax professional prior to accessing policy cash value. Variable Universal Life products are subject to market fluctuations and may lose value. They must be preceded or accompanied by their respective prospectuses and the underlying investment option’s prospectus. Investors should carefully consider the investment’s objectives, risks, charges and expenses before investing. These products are not FDIC/NCUA insured, are not bank or Credit Union guaranteed, may lose value, are not a deposit and not insured by any federal government agency. Investors can obtain prospectuses from a Penn Mutual financial professional or go to www.pennmutual.com. Penn Mutual’s variable products are primarily offered through Hornor, Townsend &amp; Kent, LLC. (HTK), Registered Investment Advisor, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044, 215-957-7300. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. 2869159TM_Dec21 &nbsp; &nbsp;

Penn Mutual Launches Two New Universal Life Products

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HORSHAM, PA. – January 27, 2020 – The Penn Mutual Life Insurance Company (Penn Mutual), a Fortune 1000 company, has announced that Dave Raszeja, senior vice president, financial management and chief risk officer, has been promoted to senior vice president, chief financial officer, effective March 1. Appointed by Penn Mutual’s Board of Trustees, Raszeja will move into the role and take over responsibilities from long-tenured CFO Sue Deakins, who announced her retirement early last year.&nbsp; Raszeja joined Penn Mutual in July 2001 as an actuarial assistant. He has risen through the ranks and held various roles in the organization, ultimately garnering a multi-faceted understanding of Penn Mutual from varying vantage points. Most recently, as SVP, financial management and chief risk officer, he ensured proper governance of risk practices and communication of risk strategy while also leading aspects of financial reporting and corporate actuarial management. As CFO, he will lead all areas of the financial management department, including financial reporting, accounting, financial controls, actuarial valuation, financial analysis, risk management, financial operations and procurement and benefits and payroll. Raszeja will continue the legacy and exemplary approach in supervising the company’s historical commitment to policyholders, as well as overseeing Penn Mutual’s enduring financial stability and strength. “As an almost 20-year veteran at the company, Dave has a unique perspective into our obligation to our policyholders, our mission to move the company forward, and a diverse understanding of our organization and culture — all elements that will help him succeed in achieving our long-term business objectives,” explains Eileen McDonnell, chairman and CEO of Penn Mutual. “He has led a distinguished career at Penn Mutual. His unwavering dedication and longevity within the company is paramount in our ability to seamlessly move forward under his leadership.” In addition to his tenure with Penn Mutual, Raszeja was also appointed as one of the first adjunct professors of Columbia University’s Enterprise Risk Management master’s degree program. In 2019, he completed Harvard Business School’s Professional Leadership Development program. A graduate of Rochester Institute of Technology, Raszeja received his master’s degree from State University of New York at Buffalo. He and his wife, Jackie, reside in Huntingdon Valley. He is a fellow of the Society of Actuaries and a member of the American Academy of Actuaries.  About The Penn Mutual Life Insurance Company  Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member&nbsp;FINRA/SIPC. Visit Penn Mutual at&nbsp;www.pennmutual.com.  Karyn BaldwinGregory FCA(610) 228-2105Karyn@gregoryfca.com Jeff LeinenPenn Mutual(215)&nbsp;956-8530Leinen.Jeff@pennmutual.com &nbsp; 2918406TM_Jan22

The Penn Mutual Life Insurance Company Promotes Dave Raszeja to Chief Financial Officer

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HORSHAM, Pa. – January 21, 2020 – The Penn Mutual Life Insurance Company (Penn Mutual), a Fortune 1000 company, is pleased to announce the promotion of Lisa Davis to managing partner of its Philadelphia agency, 1847Financial. In her new role, Davis will focus her efforts on developing the firm’s advisers, leaders and overall team. Davis joined 1847Financial in 2012 and was promoted to managing director in 2015. As an expert in strategic planning and business development, her prior role was focused on the firm’s growth strategy where she supervised development initiatives for the more than 100 advisers at the firm. Her efforts have been integral in consistently positioning 1847Financial as Penn Mutual’s top sales agency. &nbsp;Since day one with the company, Davis has played a vital part in facilitating the expansion of 1847Financial’s footprint, with offices now in Delaware, New Jersey and Florida. In her new position, she will join current Managing Partner Jim Meehan to continue to support the growth and vision of the firm. “Lisa is an asset to our organization and we are excited for her to take the helm with Jim and continue to promote 1847Financial’s growth in her new role,” said Julie Davis, vice president, sales at Penn Mutual. “1847Financial is always ready to help serve its clients and make a difference in our communities. Lisa has a proven track record in the Philadelphia area, and we know she is a great addition to the leadership team and direction of the firm.” “I am excited to welcome Lisa as my partner,” said Jim Meehan. “Her dedication to the firm and support for our advisors has earned her the respect of all of us at 1847Financial. Her talents and leadership will be instrumental in continuing our growth and high level of service to our clients.” Lisa Davis attributes her background in the hospitality industry as one reason why she thrives in financial services. It’s where she learned to always put the client experience first. “After taking time off from my career to raise my children, I started a new career in financial services. I’m thrilled to be progressing at a company — and in an industry — that values working parents. Over the last few years I’ve worked closely with Jim and look forward to our partnership and leading the firm together,” said Davis. “We have a strategic vision and I look forward to supporting our team and clients to offer a best-in-class experience.” Davis is originally from Lower Merion, PA and now resides in Plymouth Meeting, PA with her husband and two daughters. She is a graduate of Cornell University and also holds a master’s degree from The American College of Financial Services. In her spare time, Davis’ biggest passions are the work she does for GAMA and her alma mater, The American College of Financial Services.   About The Penn Mutual Life Insurance Company Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member&nbsp;FINRA/SIPC. Visit Penn Mutual at&nbsp;www.pennmutual.com. Melanie YuillGregory FCA215-488-1239Melanie@gregoryfca.com Jeff LeinenPenn Mutual(215)&nbsp;956-8530Leinen.Jeff@pennmutual.com   2911314TM_Jan22

The Penn Mutual Life Insurance Company Promotes Lisa Davis to Managing Partner of 1847Financial

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HORSHAM, Pa. – January 6, 2020 – The Penn Mutual Life Insurance Company (Penn Mutual), a Fortune 1000 Company, introduces a new Guaranteed Whole LifeSM insurance product that provides an array of options for a lifetime of security. The product’s built-in features, including a customized payment period, can offer peace of mind for policyholders and their beneficiaries.&nbsp; The Guaranteed Whole Life insurance product provides industry-leading cash value accumulation and death benefit protection to policyholders. It also allows them the opportunity to participate in the growth of Penn Mutual through an annual non-guaranteed dividend. Through strong corporate performance, Penn Mutual has demonstrated its commitment to financial strength and responsibility by having one of the strongest dividend histories in the industry over the last 20 years.&nbsp; Adding to the strength of Penn Mutual’s product portfolio – the most comprehensive collection in the industry – the Guaranteed Whole Life product includes an income-tax-free death benefit, guaranteed for the life of the policyholder and immediately accessible to the beneficiaries of the policy, along with the ability to access part of the death benefit in the event of chronic or terminal illness to the policyholder.&nbsp; These guaranteed benefits can help families maintain their lifestyle, stay in the home they love, finish their education and achieve other lifetime goals. “We are excited to introduce this new whole life product to our already strong and competitive portfolio,” said Heather Yonosh, VP, product development and pricing at Penn Mutual. “With guaranteed cash value accumulation that leads the market, we can provide better long-term growth for policyholders and the flexible coverage options can be tailored to provide a lifetime of security and meet their needs both now and in the future.” The robust new product also allows consumers to customize the policy and add other forms of protection specifically suited to the needs of their family or business. Because the new Guaranteed Whole Life insurance product accumulates tax-deferred cash value, it can be accessed at any time, for any reason. This way, policyholders can feel safe knowing that their family is protected while having the flexibility of money they can use for things like building a comfortable retirement, paying college expenses, covering emergency costs or growing a business.   About The Penn Mutual Life Insurance Company Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member&nbsp;FINRA/SIPC. Visit Penn Mutual at&nbsp;www.pennmutual.com. Contact Melanie YuillGregory FCA(215) 488-1239Melanie@gregoryfca.com Jeff LeinenPenn Mutual(215)&nbsp;956-8530Leinen.Jeff@pennmutual.com  ACCELERATED BENEFIT – CHRONIC ILLNESS RIDER DISCLOSURE FOR CALIFORNIA RESIDENTS: The Chronic Illness Accelerated Benefit Rider is a life insurance benefit that also gives you the option to accelerate some of the death benefit in the event that you meet the criteria for a qualifying event described in the policy. This rider does not provide long-term care insurance subject to California long-term care insurance law. This rider is not a California Partnership for Long-Term Care program policy. This rider is not a Medicare supplement policy. An Accelerated Benefit Payment (ABP) is the actual benefit paid by the Chronic Illness Accelerated Benefit Rider and is subject to the ABP limits in the contract. The benefits provided by long-term care insurance are not the same as those provided by the Chronic Illness Accelerated Benefit Rider. The Chronic Illness Accelerated Benefit Rider requires a licensed health care practitioner to certify that continuous care in an eligible facility or at home is expected to be required for the remainder of the insured’s life when the insured has a Chronic Illness, whereas long-term care insurance does not generally have this requirement. The Rider also does not restrict how the policy owner can use the Accelerated Benefit Payments, whereas long-term care insurance will generally require proof of expenses incurred. The Chronic Illness Accelerated Benefit Rider pays proceeds that are intended to qualify for favorable tax treatment under section 101(g) of the Federal Internal Revenue Code. The federal, state, or local tax consequences resulting from payment of Accelerated Benefit Payments (ABPs) will depend on the specific facts and circumstances, and consequently, advice and guidance should be obtained from a personal tax advisor prior to the receipt of any ABPs. Death benefits and policy values, such as cash values, premium payments and cost of insurance charges if applicable, will be reduced if an ABP is paid. &nbsp;All guarantees are based on the claims paying ability of the issuer. Dividends are not guaranteed and past performance is not indicative of future results. Dividend scale comparison developed using information believed to be accurate as of November 2019. Penn Mutual information in the dividend scale comparison is based on the whole life products inforce during the years reported. Guaranteed Whole Life (ICC18-TL) is a whole life insurance policy offered by The Penn Mutual Life Insurance Company. 2882506TM_Jan22

The Penn Mutual Life Insurance Company Introduces New Product to Bolster Individuals' Financial Security

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HORSHAM, PA. – January 2, 2020 – The Penn Mutual Life Insurance Company has announced a name change for its Texas agency, Armor Wealth Management, to Penn Mutual Wealth Strategies. This change reflects the Addison-based company’s dedication to the 4,700 policyholders the agency insures and serves, and their desire to align with the strength and stability of a 172-year-old institution. The firm’s rebrand is also accompanied by a move to a new office space, located at 15851 Dallas Parkway, Suite 100 in Addison, Texas. Originally founded in 1972, the firm focuses on providing unmatched strategic planning, wealth management services and financial products through the expertise of its 31 advisers. The firm remains under the leadership of managing partner Nancy Dinh, who joined the organization in 2018. “The firm’s new name is a testament to growing strength of the Penn Mutual brand across the country,” says Julie Davis, vice president, agency development for Penn Mutual.&nbsp; “Under Nancy Dinh’s leadership, Penn Mutual Wealth Strategies will build on the firm’s legacy of serving the financial needs of the Dallas-Fort Worth-Arlington community, and being a home for advisers looking to grow their careers as part of a strong mutual company.” Dinh expressed that the name change and upgraded office space better represent the long-term growth objectives of the firm, and their commitment to creating a business culture that wholly aligns with the diverse philosophies shared by those in the community. “Since joining the team two years ago, our business has dramatically evolved and now includes a vast multi-cultural and multi-generational adviser base. The intentional diversity of background and thought allows us to ultimately better serve an ever-changing and diverse client base, both regionally and around the country,” explained Dinh. “Under the new brand and office direction, we will be better equipped to assist the community with superior financial planning and advanced technology, and will continue to deliver personal attention and relevant solutions tailored to each client.”  &nbsp;About The Penn Mutual Life Insurance Company Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member&nbsp;FINRA/SIPC. Visit Penn Mutual at&nbsp;www.pennmutual.com. Karyn BaldwinGregory FCA(610) 228-2105Karyn@gregoryfca.com Jeff LeinenPenn Mutual(215)&nbsp;956-8530Leinen.Jeff@pennmutual.com  &nbsp; 2881745TM_Dec21

The Penn Mutual Life Insurance Company announces new name for Dallas-area agency

Peter Owh Promoted to Managing Partner of Centra Financial Group

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HORSHAM, Pa. – December 10, 2019 – The Penn Mutual Life Insurance Company (Penn Mutual) is excited to announce the promotion of Peter Owh to managing partner of its Rochester agency, Centra Financial Group. Formerly the managing director, Owh will lead the firm through a seamless transition, focusing on providing a high-touch experience for clients and advisers as well as leveraging relationships for growth and expansion in the years ahead. Centra’s forthright and thoughtful leadership transition to Owh was a two-year process, designed to create a consistent and uninterrupted change of hands while the business continues to build its legacy.&nbsp; A Retirement Income Certified Professional (RICP), Owh got his start in the financial services industry in 2000 and began his relationship with Penn Mutual through its Independence Financial Network (IFN). In 2012, Owh was recruited to Penn Mutual’s Long Island agency as a sales manager and was subsequently introduced to Centra Financial Group’s Jim Cerone, who was developing a succession plan for the business. Owh joined the firm as managing director in November 2017. In his new role, Owh is responsible for recruiting, training and developing advisers for the organization, helping them elevate their practices and position the firm for growth. “We’re excited about the internal succession at Centra to create continuity for the firm. Peter has become wholly ingrained with the firm and is ready to take it to the next level,” explains Tom Harris, executive vice president and chief distribution officer at Penn Mutual. “Centra has been an institution in upstate New York for decades and we’re happy that the clients, advisers and staff can continue to grow through this change.” “When I came across Penn Mutual early in my career, the product line was the best kept secret in the industry, and is what initially intrigued me about the company,” says Owh. “What felt unique was that everyone is moving in the same direction with mutually aligned goals from top to bottom, across the company and within the field agency system. I’m eager to step up and feel well positioned to successfully lead Centra in the right direction for growth ahead.” Originally from Toronto, Owh now lives in Webster, NY and serves as vice chair for the United Methodist Frontier Foundation. About The Penn Mutual Life Insurance CompanyPenn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com. Contact Haley RosaGregory FCA(610) 228-2805Haley@gregoryfca.com Jeff LeinenPenn Mutual(215)&nbsp;956-8530Leinen.Jeff@pennmutual.com  2855882CC_Dec21

The Penn Mutual Life Insurance Company Promotes Peter Owh to Managing Partner of Centra Financial Group

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HORSHAM, Pa. – November 25, 2019 – The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce that the company has maintained its dividend scale for 2020, and has been approved for a $100 million payout to eligible policyholders in 2020. Dividends are a key measure of a mutual company’s performance and Penn Mutual has paid dividends to eligible policyholders every year since 1847. This announcement extends the company’s long track record of delivering strong performance and value to policyholders.&nbsp; &nbsp; “It is a remarkable achievement to be able to maintain our dividend scale in a low interest rate environment,” says Eileen McDonnell, chairman and CEO of Penn Mutual. “Our dividend action over the last 20 years remains one of the strongest and most consistent in the insurance industry, and is foundational in our commitment to serving the best interests of our policyholders and advisers well into the future.” Visit the Penn Mutual website for more information about the company’s financial strength: https://www.pennmutual.com/about-us/financial-strength/ratings About The Penn Mutual Life Insurance CompanyPenn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com. Contact Darby RoweGregory FCA(610) 228-2148Darby@gregoryfca.com Jeff LeinenPenn Mutual(215)&nbsp;956-8530Leinen.Jeff@pennmutual.com Dividends are determined annually, subject to change and are not guaranteed.&nbsp;Past performance is no guarantee of future results. 2837465CC_Nov21

The Penn Mutual Life Insurance Company Maintains Dividend Scale and Awards $100 Million Payout in 2020

Jim Garabedian New Managing Director of Lakeshore Wealth Strategies

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HORSHAM, Pa. – November 20, 2019 – The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce Jim Garabedian as the new managing director of its Chicago agency, Lakeshore Wealth Strategies. In his new role, Garabedian focuses his attention on sales management, recruitment and retention. Garabedian has served in the financial services industry for over 27 years, with a decade of his tenure spent in banking and money management. Through previous roles, he developed a passion for helping closely held businesses with their overall financial planning. Garabedian joining the agency is the first major strategic move made by the new managing partner, Teresa Fitzgerald, who was appointed to her role on August 1. Together, Fitzgerald and Garabedian will oversee the Lakeshore Wealth Strategies’ growth objectives. “Jim’s customer-first attitude and experience make him the perfect fit for our Chicago agency,” explains Tom Harris, executive vice president and chief distribution officer at Penn Mutual. “Under this leadership team, Lakeshore stands in a prime position to elevate services and expansion efforts across the region.” “I am excited to join the Lakeshore team,” says Garabedian. “The values of the agency thoroughly align with mine and make for a great foundation for sales and adviser development.” A Massachusetts native, Garabedian has qualified for multiple national recognition programs during his career, including the Million Dollar Round Table. He and his family reside in Naperville, Ill., where he gives back to the community by volunteering at The American Cancer Society, Wounded Warriors Foundation, Lurie Children’s Hospital and a variety of mentorship programs in schools across the country. About The Penn Mutual Life Insurance CompanyPenn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com. Contact Hannah Miller Gregory FCA(610) 228-2287Hannah@gregoryfca.com Lauren KanePenn Mutual(215) 956-8760kane.lauren@pennmutual.com 2813819CC_Nov21

The Penn Mutual Life Insurance Company Announces New Managing Director of Lakeshore Wealth Strategies

Penn Mutual CIO Greg Driscoll presented with a 2019 Philadelphia CIO of the Year ORBIE Award

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HORSHAM, Pa. – October 23, 2019 – The Penn Mutual Life Insurance Company (Penn Mutual) is excited to announce that Greg Driscoll, senior vice president, service operations and chief information officer, has been presented with a 2019 Philadelphia CIO of the Year ORBIE Award. The award highlights the best-of-the-best in Philadelphia technology leadership.&nbsp;&nbsp; The annual award showcases CIOs across all industries who have led their companies to innovative success, while inspiring transformation in their organizations through technology advancements.&nbsp;Driscoll was recognized within the Large Enterprise category during the PhillyCIO award ceremony held on October 18. Since joining the company in 2004, Driscoll’s passion for innovation and technology application with a hands-on approach has recast Penn Mutual’s customer experience and capabilities through enhanced digital engagement. Under his guidance, Penn Mutual has extended its leadership position in the life insurance industry by establishing a culture of innovative thought and continuous technology improvement. Most notable was Driscoll’s leadership of his team’s creation, development and execution of Penn Mutual’s industry-leading, end-to-end digital life insurance buying experience. The Accelerated Client Experience (ACE) streamlines the life insurance application processing and decision-making timeframe from an industry average of 30 days or more to as little as 24 hours. The platform rolled out in 2017 with significant success, including $72 million in first-year new premiums. Setting a new precedent within the insurance industry, ACE continues to drive substantial impact to company performance in sales, provides efficiency in adviser adoption, and has elevated the profile of Penn Mutual across the industry as a leader in innovation.&nbsp; “Greg’s vision and drive has put Penn Mutual in an enviable position to emerge from the shadows of an industry that has been typically slow to change and innovate,” says David O'Malley, president and COO at Penn Mutual. “His strategic decisions and approach to technology set the stage for us to transform the way we conduct business internally, while helping us revolutionize how our policyholders purchase life insurance.” Commenting on his award recognition, Driscoll explains, “Of all our achievements at Penn Mutual, I’m most proud of building a culture of continuous improvement aligned with our strategic direction. I applaud my team for their dedication to define a new standard of technology at Penn Mutual – one that orients our associates to take risks while continually enhancing products and services that we provide to our advisers and policyholders.”&nbsp; About The Penn Mutual Life Insurance CompanyPenn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com. Contact Karyn&nbsp;BaldwinGregory FCA(610) 228-2107Karyn@gregoryfca.com Lauren KanePenn Mutual(215) 956-8760kane.lauren@pennmutual.com 2780985TM_Oct21

Greg Driscoll of The Penn Mutual Life Insurance Company Honored with 2019 Philadelphia CIO of the Year ORBIE Award

Executives from the Penn Mutual family of companies awarded Philadelphia CIO of the Year ORBIE Award

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Left to right: Greg Driscoll, SVP and CIO, Penn Mutual and Bob Thielmann, SVP and CIO, Janney Montgomery Scott. HORSHAM, Pa. – October 22, 2019&nbsp;–&nbsp;The Penn Mutual Life Insurance Company (Penn Mutual) is excited to announce that two executives from their family of companies were presented with 2019 Philadelphia CIO of the Year ORBIE Awards. Greg Driscoll, senior vice president, service operations and CIO at Penn Mutual, and Robert Thielmann, senior vice president and CIO at Janney Montgomery Scott (Janney), an independently operated affiliate of Penn Mutual, earned recognition within the ORBIE’s Large Enterprise category and Enterprise category, respectively. Announced at the PhillyCIO award ceremony on October 18, the recognition highlights the best-of-the-best in Philadelphia technology leadership. For Penn Mutual, the wins for both Driscoll and Thielmann underscore the innovative success and technology advancements within the company’s corporate family and reinforce the ability to attract top talent. “Greg and Bob’s recognition is a larger testament to the innovative strength of our family of companies and our unwavering commitment to providing best in class service to our advisors and their clients,” says Eileen McDonnell, chairman and CEO at Penn Mutual. Since joining the company in 2004, Driscoll’s passion for innovation, and technology application with a hands-on approach, has revolutionized Penn Mutual’s customer experience and capabilities through enhanced digital engagement. Most notably, Driscoll led his team in the creation, development and execution of Penn Mutual’s industry-leading, end-to-end digital life insurance buying experience. The Accelerated Client Experience (ACE) streamlines the life insurance application processing and decision-making timeframe from an industry average of 30 days or more to as little as 24 hours. The platform rolled out in 2017 with significant success, including $72 million in first-year new premiums. Setting a new precedent within the insurance industry, ACE continues to drive substantial impact on company sales performance, provides efficiency in adviser adoption, and has elevated Penn Mutual’s profile across the industry as a leader in innovation.&nbsp; Thielmann is a decorated leader in the technology world and a seasoned financial services executive. Since joining Janney in 2008, he has incorporated advanced IT capabilities and innovation to strengthen technology development, infrastructure, and security, allowing Janney’s financial advisors to more efficiently and effectively serve their clients.&nbsp; Most recently, Thielmann’s team successfully implemented two critical platforms: an award-winning financial advisor dashboard that increases productivity for Janney advisors to more effectively and efficiently manage individual client portfolios and a client’s overall financial plan, and a client site that improves a client’s direct access to information and reinforces the client-advisor relationship. During his tenure, Computerworld and InformationWeek selected Janney five times in the past six years as one of the “100 Best Places to Work in IT” or on their “Elite 100 Firm,” rankings. Additionally, WealthManagement.com has twice recognized Janney for outstanding achievement in technology for broker-dealers with less than 1,000 financial advisors. About The Penn Mutual Life Insurance CompanyPenn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com. About Janney Montgomery Scott LLC&nbsp; Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at&nbsp;www.janney.com. Contact Karyn BaldwinGregory FCA(610) 228-2107Karyn@gregoryfca.com Lauren KanePenn Mutual(215) 956-8760kane.lauren@pennmutual.com 2786771TM_Oct21

2019 ORBIE Awards Honor Two Executives from The Penn Mutual Life Insurance Family of Companies

Teresa M. Fitzgerald Managing Partner of Lakeshore Wealth Strategies

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HORSHAM, Pa. – October 15, 2019 – The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce Teresa M. Fitzgerald as the new managing partner of Lakeshore Wealth Strategies, its Chicago agency. With a background in strategic market and business development, Fitzgerald is in prime position to lead the agency toward optimal growth. Fitzgerald joined the financial services industry in 2006, and during her tenure as an adviser and consultant, found a passion for serving clients at a mutual company. She specializes in financial adviser and team business coaching, talent management, leadership development and financial consulting. In her new role, she will work with advisers in career development, growth and market expansion. “Teresa is a welcome addition to the Lakeshore and Penn Mutual team,” says Tom Harris, executive vice president and chief distribution officer at Penn Mutual. “Her experience working within a mutual company aligns with our philosophy of putting our clients and policyholders first. Teresa’s ability to network with those around her will serve well as she oversees the agency’s growth in the greater Chicago area.” “I’m excited to support Lakeshore’s growth and for the opportunity to work with a company that truly cares about its policyholders,” says Fitzgerald. “Connecting with others is one of my passions and I’m committed to working with our advisers as they strive to build a career of sustainability and excellence.” Fitzgerald and her family currently reside in New Lenox, Ill. In her spare time, she gives back to other women in business as a mentor with the Chicago-based PINNK organization. In 2019, Fitzgerald was nominated to the 2019 North Shore Women in Business Awards in Chicago and most recently, she was nominated to the Penn Mutual 20/20/20 Women in Leadership program. About The Penn Mutual Life Insurance CompanyPenn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com. The requirements of the 2019 North Shore Women in Business Award do not evaluate the quality of services provided and is not indicative of the award nominee’s future performance. Contact&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Haley RosaGregory FCA(610) 228-2805haley@gregoryfca.com Lauren KanePenn Mutual(215) 956-8760kane.lauren@pennmutual.com 2757959TM_Oct21

The Penn Mutual Life Insurance Company Announces New Managing Partner of Lakeshore Wealth Strategies

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HORSHAM, Pa. – September 23, 2019 – Hornor, Townsend &amp; Kent, LLC (HTK), one of the top broker-dealers and a Registered Investment Adviser (RIA) supporting independent financial advisers across the U.S., hosted a new national conference, HTK Discover19, in Philadelphia, for three days of learning, networking and inspiration. Nearly 250 attendees — with the vast majority including financial advisers who are affiliated with HTK, as well as HTK product sponsors and technology partners, and HTK home office associates — convened at The Bellevue Hotel from Monday-Wednesday, September 16-18, 2019. Dr. Jeremy Siegel, the renowned Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania, who is a frequently called-upon expert on the economy, served as the event’s keynote speaker and shared his insights on financial markets during his presentation on Tuesday afternoon. Other highlights of the conference included:  An update from Tim Donahue, HTK’s president and CEO, that included a review of recent enhancements made to the HTK RIA program and the announcement of the firm’s offering of AdvicePay, a payment solution for fee-based financial planning services;&nbsp; &nbsp; An executive update from Penn Mutual with Chairman and CEO, Eileen McDonnell; President and Chief Operating Officer, David O’Malley; and Executive Vice President and Chief Distribution Officer, Thomas Harris, CLU®, ChFC®, FLMI; A mainstage presentation from Daniel Egan, managing director of behavioral finance and investing at Betterment, and an interview with Dale Brown, CAE, president and CEO of the Financial Services Institute; More than a dozen breakout sessions covering topics on practice management, business continuity, behavioral finance, the HTK Advisory Series powered by Envestnet, investment solutions, investor profiles, high net-worth clientele and more; A Practice Management Pavilion and networking hour with more than 20 product solutions and technology vendors, and one-on-one trainings with the HTK home office.  “At HTK, we pride ourselves on being a high-touch organization, and our business is built on strong relationships,” says Donahue. “In today’s fast-paced, digital world, there is no substitute for the value of in-person connection. As HTK celebrates our 50th anniversary this year, it was the perfect time to bring our advisers together to celebrate all that we have accomplished together, and to provide the tools and knowledge to help drive our advisers’ success in the years to come.” HTK thanks its sponsors of HTK Discover19: Hootsuite, Docupace, Forefront Analytics, Goldman Sachs Asset Management, Manning &amp; Napier and Symmetry Partners. About HTKHTK is a broker-dealer and Registered Investment Adviser supporting independent financial advisers across the U.S. For more than 50 years, HTK has been the trusted partner supporting advisers on their path to success. HTK is committed to offering advisers the independence to build their practice their way through the delivery of a flexible platform, leading solutions and personalized service. Hornor, Townsend &amp; Kent, LLC (HTK) is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Member FINRA/SIPC. Visit www.htk.com.&nbsp;Contact&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Stephanie KensyHTK(215) 956-8337skensy@htk.com &nbsp; 2737389TM_Sept21

HTK Hosts New National Financial Adviser Conference

Penn Mutual 2019 Parents and Grandparents Financial Planning Survey

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HORSHAM, Pa. – September 3, 2019 – According to a 2019 study conducted by The Penn Mutual Life Insurance Company (Penn Mutual), millennials — more so than earlier generations — are placing a greater emphasis on planning lifestyle-oriented details when it comes to starting or expanding their family. The survey, which polled 2,000 parents nationwide, shows that 41% of millennial respondents planned the season or month when at least one of their children would be born. Only 19% of Generation X and 13% of baby boomers, respectively, planned the month or season of their child’s birth. At the same time, the survey ranked what millennial parents deem “extremely important or very important to-dos” before a baby’s birth, and the results found that lifestyle decisions, such as decorating a nursery or choosing gender-specific clothing, are more important than some financial elements, such as initiating a 529 college savings plan, purchasing life insurance or creating a will. “The survey underscores a shift from prior generations. By contrast, parents today dedicate an extensive amount of time to planning,” explains Eileen McDonnell, chairman and CEO at Penn Mutual. “From establishing a childcare solution to decorating the nursery, these details are thought out well in advance. This generation of new parents has shown a natural inclination to embrace preparation, so with this foundation in place, now is the time to capitalize on planning for their financial future by working with an adviser.” McDonnell sees the opportunity to connect the dots between the tendency to plan and the education available to help steer that planning process. “Not only is September Life Insurance Awareness Month, but studies have shown that it’s also the month when the most babies are born in the U.S. This combination of parents welcoming babies and the industry’s efforts to heighten awareness of life insurance creates an ideal time for a discussion around long-term planning.” The survey also highlighted the fact that parents across all generations put more planning effort into short-term experiences — such as their most recent family vacation — than they do for long-term financial decisions, such as planning for retirement or their children’s college education. “Now is a great time to learn how life insurance coupled with other strategies can help growing families strengthen their financial position,” McDonnell explains. “There is so much versatility within a permanent life insurance policy across one’s lifetime. The accumulated funds can go toward meaningful life moments and expenses, such as your child’s college or a wedding, your retirement and more. It’s critical that parents understand the power that life insurance brings to their financial plan, especially as their family grows.” For more information on the full study, please visit https://www.pennmutual.com/parenthoodandlife. About The Penn Mutual Life Insurance Company Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member&nbsp;FINRA/SIPC. Visit Penn Mutual at&nbsp;www.pennmutual.com. Contact Karyn PiechuleGregory FCA(610) 228-2107Karyn@gregoryfca.com Lauren KanePenn Mutual(215) 956-8760kane.lauren@pennmutual.com 2705786TM_Aug21

National survey reveals 41% of American millennial parents plan season or month of their baby's birth; but preference to plan is missing the mark when it comes to finances

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HORSHAM, Pa. – August 12, 2019 – Hornor, Townsend &amp; Kent, LLC (HTK), a top broker-dealer and registered investment adviser supporting independent financial advisers across the U.S., announces the launch of the HTK Flex Vendor Program, a suite of business solutions and tools to help advisers registered with HTK manage and build their financial practices.&nbsp; Through the HTK Flex Vendor Program, HTK advisers have access to and receive discounted rates from several industry-leading tools and software spanning six specialties: customer relationship management (CRM), financial planning, investment research, client reporting, paperless office (document management), and marketing and social media. These solutions are in addition to the state-of-the-art tools and systems already in place at HTK and available to HTK advisers. “At HTK, we continually evaluate the latest technology to offer our advisers the best-in-class solutions available,” says Tracy Zimmerer, managing director of operations, HTK. “We also understand that the choices on the market can be overwhelming for the independent adviser. For this initiative, we carefully researched the tools in high demand among financial advisers today, as well as vetted tools for compatibility, functionality and special features to help our advisers work more efficiently and best serve their clients.” Solution providers who are part of the HTK Flex Vendor Program include eMoney, Envestnet MoneyGuide, Fi360, FMG Suite, Junxure, Redtail, Riskalyze, Zacks and others. Industry-leading solutions that are currently offered to advisers affiliated with HTK include Ebix SmartOffice, BNY Mellon’s Albridge, Hootsuite, Morningstar AWS and more. “One of the hallmarks of HTK is our flexible platform, and we are committed to supporting our advisers to build their practice, their way,” says Tim Donahue, president and CEO, HTK. “With the HTK Flex Vendor Program, we are delivering upon our promise of the freedom of choice, so that our advisers can select the tools and software that best fit the unique needs of their business.” HTK advisers will work directly with third-party vendors to use their tools. Each participating vendor has agreed to provide the HTK network of more than 800 financial advisers with special discounted rates. HTK advisers can learn more about the HTK Vendor Program by logging on to the HTK Resource Center. For more information about HTK, visit www.htk.com. About HTKHTK is a broker-dealer and registered investment adviser supporting independent financial advisers across the U.S. For more than 50 years, HTK has been the trusted partner supporting advisers on their path to success. HTK is committed to offering advisers the independence to build their practice their way through the delivery of a flexible platform, leading solutions and personalized service. Hornor, Townsend &amp; Kent, LLC (HTK) is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Member FINRA/SIPC. Visit www.htk.com. Contact&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Stephanie KensyHTK(215) 956-8337skensy@htk.com 2641457AL_JUL21

HTK Launches New Flex Vendor Program

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HORSHAM, Pa. – August 12, 2019 – The Penn Mutual Life Insurance Company (Penn Mutual) announces a new multi-year agreement with the National Small College Rugby Organization (NSCRO), continuing its support as the organization’s top sponsor — a distinction Penn Mutual has held since 2015. In this new agreement, Penn Mutual will continue to encourage the development of small college rugby by supporting various programs, including the Penn Mutual NSCRO Student-Leader of the Month. In addition, Penn Mutual looks to continue its support of the NSCRO National Championship events, NSCRO Men’s and Women’s All-Star tournaments and Women’s 7s Select Side. “We’re excited to continue our relationship with NSCRO and make deeper connections within the rugby community,” says Eileen McDonnell, chairman and CEO of Penn Mutual. “This new agreement provides Penn Mutual the opportunity to continue to support collegiate rugby at a grassroots level. It’s always a pleasure to work alongside an organization that is equally dedicated to help rugby grow within the U.S.” NSCRO’s main objective is to foster the on- and off-field growth and development of small college rugby that builds young adults into tomorrow’s leaders. With the help of various partnerships, NSCRO has evolved into an organization offering seven national championships, talent development pathways for both men and women, and a tremendous student-athlete experience for its members. Since its founding in 2007, NSCRO has grown to service nearly 400 men’s and women’s college teams across the U.S. As top sponsor, Penn Mutual has been instrumental in the growth of NSCRO, guiding the organization to improve the overall collegiate rugby experience. “This partnership with Penn Mutual will allow our organization to expand and, more importantly, create the next generation of American leaders and rugby players,” says Steve Cohen, president of NSCRO. “We’re excited to contribute to the continuing growth of college rugby.”About The Penn Mutual Life Insurance CompanyPenn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.About NSCROSince 2007, the National Small College Rugby Organization (NSCRO) has been at the forefront of fostering and developing small college rugby programs in the United States. NSCRO is a non-profit organization dedicated to providing services to small college programs that raise the profile, image, and benefits of collegiate rugby in the eyes of school administrators. Comprised of nearly 400 men’s and women’s college rugby clubs who participate in more than 30 leagues, NSCRO provides an opportunity for these programs to showcase their abilities to a broader audience with a chance at a national title and ranking. Along with recognizing club and player success on and off the field, the increased visibility NSCRO creates has led to improved school support, greater on-campus interest in rugby, and growth in financial support and alumni involvement.&nbsp;&nbsp; Contact&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Darby RoweGregory FCA(610) 228-2148darby@gregoryfca.com&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Lauren KanePenn Mutual(215) 956-8760kane.lauren@pennmutual.com&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 2663208TM_Jul21

The Penn Mutual Life Insurance Company Signs a New Multi-Year Agreement with the National Small College Rugby Organization

Welcome Cale Smith, new managing partner of Penn Mutual South

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HORSHAM, Pa. – July 22, 2019 –&nbsp;The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce Cale P. Smith as the new managing partner of Penn Mutual South, its Baton Rouge, Louisiana agency. With eyes on growth, Smith will use his nearly 20 years of experience in the financial services industry to support and strengthen Penn Mutual’s southern presence. Smith has a history of success, having grown his career at Northwestern Mutual and MassMutual, and will continue to build upon his achievements at Penn Mutual. Smith is certified as a Life Underwriter Training Council Fellow (LUTCF) and a Chartered Life Underwriter (CLU). He is also a licensed insurance agent in five states. Financial planning is a passion for Smith. He and his wife, Katherine, personally funded the Cale P. &amp; Katherine Smith Student Financial Management Center at Louisiana State University. This center serves to educate and empower students to manage and secure their financial futures. Smith also regularly gives lectures at the university’s business college and professional sales institute. “We are always striving to help people do more in life,” says Tom Harris, executive vice president and chief distribution officer at Penn Mutual. “Cale’s extensive experience and vast knowledge of the industry will only help Penn Mutual in this goal. His focus on expansion across Louisiana and into Southern Mississippi, Alabama and the Gulf Coast of Florida will serve us well as we position ourselves as a leader in the life insurance industry.” Smith’s expertise extends beyond the financial services industry, having served as a combat medic with the U.S. Army for 14 years. In this role, he ran battalion aid stations for wounded soldiers, and assisted with natural disaster relief. The lessons he learned while serving in the Army are now a focal point of his insurance career as he works to take the best financial care of his clients. “I’m thrilled for this new opportunity to align myself with a company that has a strong financial history and products that are competitive in the life insurance industry,” says Smith. “Partnering with Penn Mutual will allow me to make the greatest impact in my community and beyond.” In addition to expanding the company’s presence in the South, Smith will also be responsible for recruiting and developing advisers to help them meet their clients’ long-term financial goals. Smith and his family have made their home in Baton Rouge, where he serves on the board of several local foundations and charities. About The Penn Mutual Life Insurance CompanyPenn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend &amp; Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com. Contact&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Melanie YuillGregory FCA(215) 488-1239darby@gregoryfca.com Lauren KanePenn Mutual(215) 956-8760kane.lauren@pennmutual.com 2641394TM_Jul21

The Penn Mutual Life Insurance Company Announces New Managing Partner of Penn Mutual South

Melanie Colusci, recipient of the 2019 Rob Holmes Financial Professional of the Year Award

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Left to right: Tim Donahue, president and CEO of HTK, Damon Colusci, VP of Bridger Financial Group, Melanie Colusci, president of Bridger Financial Group, and Tom Harris, EVP and chief distribution officer of Penn Mutual.  HORSHAM, Pa. – July 19, 2019 – The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce Melanie Colusci, CFP®, AEP®, as the recipient of the 2019 Rob Holmes Financial Professional of the Year Award. Colusci is the president and founder of Bridger Financial Group, associated with 21st Century Financial, Penn Mutual’s Ohio and Western Pennsylvania agency. &nbsp; The award recognizes individuals for their commitment to continuing education, and a high standard of ethics and performance in helping clients achieve financial security. Recipients of the Rob Holmes Financial Professional of the Year Award must demonstrate exceptional dedication to their clients and the financial services profession, be members in good standing of specific industry organizations, and have achieved a high degree of sales success. Colusci, a 20-year veteran of the financial services industry, develops and executes long-term, strategic financial plans to make her clients’ visions a reality. She takes inspiration from the female entrepreneurs she works with daily and understands their needs and goals for lasting financial security. “Receiving this distinguished award is such an honor,” said Colusci. “It’s my mission to empower my clients and inform them about the possibilities that can come from creating a financial plan that satisfies their long-term goals. I am proud to devote my time to learning and growing in this profession so that I can help clients maximize their wealth potential and fulfill their dreams.” “Melanie has dedicated her career to improving the lives of her clients, which is a testament to her commitment to the profession,” said Tom Harris, executive vice president and chief distribution officer at Penn Mutual. “She continues to inspire those around her, and Penn Mutual is pleased to honor her with this well-deserved award.” Colusci is a multi-year winner of the Five Star Wealth Manager award, and she is currently a member of the Women Presidents’ Organization and Pittsburgh Women’s Mastermind. About The Penn Mutual Life Insurance CompanyPenn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Visit Penn Mutual at www.pennmutual.com. ContactMorgan PolleyGregory FCA610-228-2140morgan@gregoryfca.com Lauren KanePenn Mutual215-956-8760Kane.Lauren@pennmutual.com The requirements of the Rob Holmes Financial Professional of the Year Award do not evaluate the quality of services provided to clients and is not indicative of the applicant’s future client performance. The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. 1,667 Pittsburgh area wealth managers were considered for the award; 251 (approximately 15% percent of the award candidates) were named Five Star Wealth Managers. 2639340TM_Jul21

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